Who owns SPDR DJ Wilshire Mid Cap Value?
- Ticker: MDYV
- CUSIP Number: 78464A839
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR DJ Wilshire Mid Cap Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR DJ Wilshire Mid Cap Value stock
Who bought or sold SPDR DJ Wilshire Mid Cap Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services | 2.1M | $179M | -6% | Sep 2025 |
|
| NorthRock Partners | 1.4M | $109M | 3% | Jun 2025 |
|
| Financial Engines Advisors L.L.C | 1.3M | $107M | -1% | Sep 2025 |
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| LPL Financial | 1.0M | $87M | -4% | Sep 2025 |
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| Honkamp Krueger Financial Services | 834k | $70M | 76% | Sep 2025 |
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| Morgan Stanley | 738k | $59M | 100% | Jun 2025 |
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| Lutz Financial Services | 726k | $61M | 4% | Sep 2025 |
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| AE Wealth Management | 662k | $55M | 16% | Sep 2025 |
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| Financial Advisory Service | 600k | $50M | 2% | Sep 2025 |
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| Stifel Financial | 573k | $48M | -32% | Sep 2025 |
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| Tiaa Trust, National Association | 533k | $45M | -4% | Sep 2025 |
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| Wells Fargo & Company | 477k | $40M | 0% | Sep 2025 |
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| Benjamin Edwards | 474k | $40M | -34% | Sep 2025 |
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| Canandaigua National Bank and Trust Company | 393k | $33M | -1% | Sep 2025 |
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| Klingman & Associates | 371k | $31M | 0% | Sep 2025 |
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| First Pacific Financial | 363k | $30M | 1% | Sep 2025 |
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| First National Trust Company | 358k | $30M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 328k | $27M | 57% | Sep 2025 |
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| Convergence Financial | 300k | $25M | 6% | Sep 2025 |
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| Equitable Holdings | 297k | $25M | -8% | Sep 2025 |
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| GHP Investment Advisors | 280k | $23M | 1% | Sep 2025 |
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| HighTower Advisors | 271k | $23M | 0% | Sep 2025 |
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| Asset Dedication | 234k | $20M | 5% | Sep 2025 |
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| Goldman Sachs Group | 225k | $19M | -14% | Sep 2025 |
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| Rodgers & Associates | 221k | $18M | 2% | Sep 2025 |
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| Mercer Global Advisors | 206k | $17M | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 196k | $16M | 39% | Sep 2025 |
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| Confluence Investment Management | 188k | $16M | -39% | Sep 2025 |
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| ERn Financial | 188k | $16M | -5% | Sep 2025 |
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| IHT Wealth Management | 181k | $15M | -8% | Sep 2025 |
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| Mml Investors Services | 155k | $13M | 2% | Sep 2025 |
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| Balanced Wealth Group | 152k | $12M | 0% | Sep 2025 |
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| McAdam | 151k | $13M | -2% | Sep 2025 |
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| CWM | 143k | $12M | -7% | Sep 2025 |
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| Krasney Financial | 133k | $11M | -2% | Sep 2025 |
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| Private Wealth Management Group | 129k | $11M | -2% | Sep 2025 |
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| Michael S. Ryan | 124k | $10M | -1% | Sep 2025 |
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| Cary Street Partners Financial | 121k | $10M | -1% | Sep 2025 |
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| Alesco Advisors | 118k | $9.8M | -1% | Sep 2025 |
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| Ameriprise Financial | 116k | $9.7M | -5% | Sep 2025 |
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| Mariner Wealth Advisors | 113k | $9.4M | -10% | Sep 2025 |
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| Commonwealth Equity Services | 109k | $9.1M | -5% | Sep 2025 |
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| H D Vest Advisory Services | 105k | $8.3M | 19% | Jun 2025 |
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| JNBA Financial Advisors | 104k | $8.6M | -4% | Sep 2025 |
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| Total Wealth Planning | 100k | $8.3M | -2% | Sep 2025 |
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| Prestige Wealth Management Group | 97k | $8.1M | -2% | Sep 2025 |
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| Advisor Group Holdings | 97k | $8.1M | -8% | Sep 2025 |
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| Emerald Investment Partners | 87k | $7.3M | -4% | Sep 2025 |
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| Capital Wealth Management | 84k | $7.0M | 1% | Sep 2025 |
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| WCG Wealth Advisors | 84k | $7.0M | -9% | Sep 2025 |
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| Private Advisor | 83k | $6.9M | -2% | Sep 2025 |
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| IAG Wealth Partners | 82k | $6.9M | -1% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 78k | $6.5M | -11% | Sep 2025 |
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| Raymond James Financial | 76k | $6.3M | 2% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 75k | $6.2M | -4% | Sep 2025 |
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| Sage Financial | 73k | $6.1M | -4% | Sep 2025 |
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| May Barnhard Investments | 70k | $5.8M | -1% | Sep 2025 |
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| Pathstone Holdings | 69k | $5.8M | 0% | Sep 2025 |
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| Diligent Investors | 68k | $5.7M | -3% | Sep 2025 |
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| Personal Resources Investment & Strategic Management | 64k | $5.3M | -26% | Sep 2025 |
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| Waller Financial Planning Group | 64k | $5.3M | 2% | Sep 2025 |
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| Redwood Investment Management | 61k | $5.0M | 1288% | Sep 2025 |
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| Gladstone Institutional Advisory | 60k | $5.0M | 1% | Sep 2025 |
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| MONECO Advisors | 59k | $4.9M | 36% | Sep 2025 |
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| Koss-Olinger Consulting | 57k | $4.5M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 56k | $4.6M | 4% | Sep 2025 |
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| RTD Financial Advisors | 55k | $4.6M | -1% | Sep 2025 |
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| Chicago Partners Investment | 54k | $4.5M | 12% | Sep 2025 |
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| UBS Group | 52k | $4.3M | 12% | Sep 2025 |
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| Marotta Asset Management | 52k | $4.3M | -4% | Sep 2025 |
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| Signature Estate and Investment Advisors | 51k | $4.2M | 0% | Sep 2025 |
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| Modera Wealth Management | 51k | $4.2M | 0% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 50k | $4.2M | 100% | Sep 2025 |
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| Capital Analysts | 47k | $4.0M | -4% | Sep 2025 |
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| Canandaigua National Trust Co of Florida | 47k | $3.9M | -8% | Sep 2025 |
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| Bailard | 46k | $3.8M | -5% | Sep 2025 |
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| Montz Harcus Wealth Management | 46k | $3.8M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 45k | $3.7M | 185% | Sep 2025 |
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| Wealthcare Advisory Partners | 44k | $3.6M | 6% | Sep 2025 |
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| Royal Bank of Canada | 42k | $3.5M | -29% | Sep 2025 |
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| Envestnet Asset Management | 41k | $3.5M | -17% | Sep 2025 |
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| Geneos Wealth Management | 41k | $3.4M | -1% | Sep 2025 |
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| Koshinski Asset Management | 38k | $3.2M | -5% | Sep 2025 |
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| Steward Partners Investment Advisory | 36k | $3.0M | 1807% | Sep 2025 |
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| Townsquare Capital | 36k | $3.0M | -12% | Sep 2025 |
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| Occidental Asset Management | 35k | $2.9M | 4% | Sep 2025 |
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| Fidelis Capital Partners | 33k | $2.8M | 0% | Sep 2025 |
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| Courage Miller Partners | 31k | $2.6M | 0% | Sep 2025 |
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| Lodestar Private Asset Management | 31k | $2.6M | -2% | Sep 2025 |
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| Kingswood Wealth Advisors | 31k | $2.6M | -2% | Sep 2025 |
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| Creative Planning | 30k | $2.5M | 56% | Sep 2025 |
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| Bill Few Associates | 29k | $2.4M | 0% | Sep 2025 |
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| Brookstone Capital Management | 29k | $2.4M | -2% | Sep 2025 |
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| Ignite Planners | 28k | $2.4M | 0% | Sep 2025 |
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| Garden State Investment Advisory Services | 28k | $2.3M | -2% | Sep 2025 |
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| Captrust Financial Advisors | 28k | $2.3M | -12% | Sep 2025 |
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| Intrua Financial | 28k | $2.3M | 100% | Sep 2025 |
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| Titleist Asset Management | 27k | $2.3M | -52% | Sep 2025 |
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| CX Institutional | 27k | $2.2M | 3% | Sep 2025 |
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| Shum Financial Group | 26k | $2.1M | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 26k | $2.1M | 8% | Sep 2025 |
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| Barden Capital Management | 24k | $2.0M | -2% | Sep 2025 |
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| Goss Wealth Management | 24k | $2.0M | 303% | Sep 2025 |
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| Kestra Advisory Services | 23k | $1.9M | 20% | Sep 2025 |
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| Payne Capital Management | 23k | $1.9M | 16% | Sep 2025 |
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| Courier Capital Corp | 23k | $1.9M | 0% | Sep 2025 |
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| Aptus Capital Advisors | 23k | $1.9M | -2% | Sep 2025 |
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| Financial Guidance Group | 23k | $1.9M | -2% | Sep 2025 |
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| Merit Financial Group | 22k | $1.9M | -6% | Sep 2025 |
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| My Purposeful Wealth Corp. | 22k | $1.8M | 2% | Sep 2025 |
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| Branch Banking & Trust Company | 21k | $1.8M | 1% | Sep 2025 |
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| Cambridge Financial Group | 21k | $1.8M | 100% | Sep 2025 |
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| Buckingham Strategic Partners | 21k | $1.7M | 5% | Sep 2025 |
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| EP Wealth Advisors | 20k | $1.6M | -45% | Jun 2025 |
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| Great Valley Advisor Group | 20k | $1.7M | 1% | Sep 2025 |
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| Accurate Wealth Management | 20k | $1.7M | 6% | Sep 2025 |
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| Sontag Advisory | 20k | $1.7M | 0% | Sep 2025 |
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| We Are One Seven | 20k | $1.6M | 1% | Sep 2025 |
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| Smith Anglin Financial | 19k | $1.5M | -8% | Jun 2025 |
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| Stratos Wealth Advisors | 18k | $1.5M | 0% | Sep 2025 |
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| Salomon & Ludwin | 18k | $1.5M | 0% | Sep 2025 |
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| AQR Capital Management | 18k | $1.5M | 97% | Sep 2025 |
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| Farther Finance Advisors | 18k | $1.5M | -11% | Sep 2025 |
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| Omega Financial Group | 17k | $1.4M | -12% | Sep 2025 |
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| Collective Family Office | 17k | $1.4M | -5% | Sep 2025 |
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| Acorn Financial Advisory Services | 17k | $1.4M | 0% | Sep 2025 |
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| MAI Wealth Advisors | 17k | $1.4M | -3% | Sep 2025 |
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| CWA Asset Management | 17k | $1.4M | 2% | Sep 2025 |
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| Cary Street Partner Investment Advisory | 16k | $1.3M | 1% | Sep 2025 |
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| HF Advisory Group | 16k | $1.3M | 6% | Sep 2025 |
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| Colony | 16k | $1.3M | -8% | Sep 2025 |
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| Pure Financial Advisors | 15k | $1.3M | -1% | Sep 2025 |
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| Juncture Wealth Strategies | 15k | $1.3M | -9% | Sep 2025 |
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| Visionary Wealth Advisors | 15k | $1.3M | -27% | Sep 2025 |
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| Brady Martz Wealth Solutions | 15k | $1.2M | -1% | Sep 2025 |
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| Kingsview Wealth Management | 15k | $1.2M | -43% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 14k | $1.2M | 234% | Sep 2025 |
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| Onyx Bridge Wealth Group | 14k | $1.2M | 230% | Sep 2025 |
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| American Financial & Tax Strategies | 14k | $1.2M | -2% | Sep 2025 |
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| Elevated Capital Advisors | 14k | $1.1M | 50% | Sep 2025 |
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| LTG Capital | 13k | $1.1M | -12% | Sep 2025 |
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| HFG Advisors | 13k | $1.1M | 0% | Sep 2025 |
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| Hanson McClain Advisors | 13k | $1.1M | -1% | Sep 2025 |
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| Lewis Asset Management | 12k | $1.0M | -5% | Sep 2025 |
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| Cape Investment Advisory | 12k | $974k | 0% | Jun 2025 |
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| Keystone Financial Group | 11k | $946k | 2% | Sep 2025 |
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| Advisor OS | 11k | $925k | -7% | Sep 2025 |
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| Krilogy Financial | 11k | $912k | -7% | Sep 2025 |
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| Quantinno Capital Management | 11k | $907k | 100% | Sep 2025 |
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| Fiduciary Alliance | 11k | $907k | 1% | Sep 2025 |
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| Weinberger Asset Management | 11k | $896k | -9% | Sep 2025 |
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| Global Retirement Partners | 11k | $891k | -18% | Sep 2025 |
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| Commonwealth Financial Services | 11k | $890k | -9% | Sep 2025 |
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| Rialto Wealth Management | 9.9k | $829k | -70% | Sep 2025 |
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| CLS Investments | 9.8k | $817k | -31% | Sep 2025 |
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| Eqis Capital Management | 7.7k | $641k | -87% | Sep 2025 |
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| Florida Financial Advisors | 7.4k | $618k | -57% | Sep 2025 |
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| SFG Wealth Management | 6.3k | $522k | -50% | Sep 2025 |
|
| KWB Wealth | 4.5k | $359k | -96% | Sep 2025 |
|
| Susquehanna International | 2.5k | $206k | -95% | Sep 2025 |
|
Who sold out of SPDR DJ Wilshire Mid Cap Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| IMC-Chicago | Jun 2025 | 46k | $3.7M |